Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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The Human Side of Fraud Defense

Jul 27, 2017

Why aren’t we talking about the human side of fraud defense, and what can firms do to better protect themselves and their clients?

Meet the Man Who Is Going to Run Vanguard

Jul 26, 2017

The asset manager said Tim Buckley would become CEO in 2018, replacing Bill McNabb. Here are his answers to a few questions.

Betterment Adds Messaging Feature to Mobile App

Jul 26, 2017

The robo advisor now offers a text-messaging service many HNW clients say they want, but few firms provide.

Wall Street Regulator Sets Sights on Digital Coin Offerings

Jul 26, 2017

The SEC has said that digital "tokens" can be considered securities, and may need to be registered.

CFTC Charges Atlanta Wealth Advisor With Fraud

Jul 24, 2017

An Atlanta advisor is charged with commodities fraud, First Citizens Bank picks Envestnet to unify its technology, and Sax Wealth Advisors adds Sterling Portfolio Management.

What Technology Do Clients Really Want From Advisors?

Jul 21, 2017

Robo advice is all the rage, but a Salesforce study suggests advisors could get more value from mobile apps and collaboration tools.

Wealth Management Startup Betterment Gets $800 Million Valuation

Jul 21, 2017

CEO Jon Stein still plans on taking Betterment public.

The Robos Are Getting Socially Responsible

Jul 20, 2017

Wealthfront and Betterment announced new SRI functionality.

Managing the Two-Minute Workplace Culture

Jul 18, 2017

Why advisory firms should move from a culture of “Let’s get it done now” to “Let’s get it done correctly.”

Wells Fargo Buys Rest of $10 Billion 'Active Quant' Firm Golden

Jul 18, 2017

Wells Fargo originally built a 65 percent stake in Golden Capital Management in 2011.

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Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.